Branch Office Administrator: Client Services & Growth

Edward Jones; Lake Geneva (WI); Sur place; USD 38 000 - 64 000; Plein temps

Avantages offerts par ce poste

Medical & Prescription

Dental & Vision

401k & Retirement

Paid Holidays

Vacation 15 Days

Volunteer Time Off

Résumé du poste

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients at a busy Wisconsin branch. You will handle client inquiries, open accounts, process transfers, and prepare materials for meetings. You’ll work with MoneyGuide, Salesforce, and Microsoft Office while supporting the branch business plan.

The role offers full-time employment with comprehensive benefits and opportunities for professional development within a collaborative, inclusive culture.

Qualifications

• Provide exceptional client service via calls, email and in-person interactions.
• Learn and understand the financial services industry and process transactions.
• Support marketing initiatives and branch business planning.

Responsabilités

• Provide exceptional client service to clients via inbound and outbound calls, email, and in-person interactions.
• Account opening, transfers, and requests at the direction of the financial advisor.
• Prepare materials for client meetings and support branch marketing initiatives.
• Learn technology and firm-provided software; maintain client records.

Connaissances

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Outils

MoneyGuide

Salesforce

Microsoft Office

Description du poste

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients at a busy Wisconsin branch. You will handle client inquiries, open accounts, process transfers, and prepare materials for meetings. You’ll work with MoneyGuide, Salesforce, and Microsoft Office while supporting the branch business plan.

The role offers full-time employment with comprehensive benefits and opportunities for professional development within a collaborative, inclusive culture.